Candace ShiraCRD Number: 2992244
Current Firm: Candace Shira Associates, LLC
Candace Shira (CRD# 2992244) is an Investment Advisor Representative working at Candace Shira Associates, LLC in Pittsford, NY and has over 19 years of experience in the finance industry. Candace Shira has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Cross Staff Investments, Inc.||Pittsford, NY||Jan 2013 - Current||4|
|Wall Street Financial Group||Fairport, NY||Apr 2007 - Current||9|
|Brighton Securities Corp.||Rochester, NY||Oct 2003 - Apr 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1997|
|S65||NASAA Investment Advisors Law Examination||Aug 2007|
Total Assets Under Management171MILLIONS
Total Number of Accounts614ACCOUNTS
Average Account Value$278,238
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, FL, NH, NY, PA, SC, TX